Belle Haven Investments is an independent asset management firm specializing in separately managed taxable and tax-exempt fixed income portfolios. Since 2002, we have been dedicated to delivering exceptional service. With more than $22 billion in assets under management, we proudly serve a diverse clientele, including consultants, advisors, family offices, institutions, non-profit organizations, and high-net-worth individuals. Belle Haven's expertise in fixed income and personalized approach to portfolio management, has led to award-winning strategies and long-lasting client relationships. 

Our mission is simple: to be a best-in-class fixed income asset manager. While this is no small task, we believe it can be achieved through a consistent focus of delivering compelling risk-adjusted returns and providing exceptional client service. Our investment philosophy is based on the belief that active management can enhance value through credit research, security selection, and a focus on trade execution. Rather than relying primarily on interest rate forecasts or broad credit trends, our active approach focuses on reducing risk and enhancing total return across all market environments. 

While our asset management dates back to 2002, Belle Haven can trace its history back to 1991, when the firm was founded as an institutional broker-dealer. In many respects, it is this background in institutional trading that has helped shape our unique approach to portfolio management. We understand the advantages from an institutional perspective, and we apply those principles across every strategy we manage. Our CEO and CIO, Matt Dalton, has been with Belle Haven since 1996 and brings over four decades of experience in fixed income markets. Under his leadership, Matt has built a humble, dedicated, and talented team of professionals who truly form the foundation of our success.